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For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). This page is also available as [Markdown](https://docs.kick.co/accountants/collaboration/tasks.md).

Coordinate work across your team and clients — assign tasks, track progress, and keep communication tied to the transactions that matter.

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### What you can do with Tasks

- **Assign work** to team members or clients with due dates and priorities
- **Attach transactions** that need review, receipts, or clarification, directly to a task
- **Manage workflows** like monthly close, catch-up bookkeeping, or recurring reviews
- **Communicate** in a dedicated chat thread with full context
- **Track progress** across your team with status updates and filters

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### Creating a task

1. Go to **Tasks** in the sidebar  
2. Click **New task**  
3. Enter a title describing what needs to be done  
4. Set the **Assignee**, **Due date**, **Entity**, and **Priority**  
5. Click **Create task**

Files uploaded to tasks are stored in the **Documents** tab and remain linked to the task.

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### Adding transactions to a task

Attach transactions directly to a task so your team or client sees exactly what needs attention.

1. Go to **Transactions** and select one or more transactions  
2. In the **Bulk Actions** toolbar on the bottom of the screen, click the **options menu (⋯)**  
3. Select **Create task**  
4. Fill in the task details and click **Create task**

The task displays the same columns shown in your Transactions view. [Configure visible columns](https://docs.kick.co/accountants/collaboration/views) before creating the task to customize the table.

**Use this when:**
- Requesting documents or explanations for specific expenses
- Flagging transactions that need client review
- Assigning a batch of uncategorized transactions to a team member

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### Chat on Task

Each task has a chat thread for back-and-forth discussion with your team or client.

**Best practice:**
- Use the task chat thread for questions and status updates
- Ask clients to add **Notes** directly to transactions for transaction-specific explanations

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### Email notifications

Assignees receive a daily digest at **6 AM PT / 9 AM ET** for:
- New tasks assigned to them
- New comments on their tasks
- Tasks due that day

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### Editing a task

1. Go to **Tasks** in the sidebar  
2. Click any field to edit inline: Title, Due date, Entity, Priority, Assignee, Status  
3. Click the task row to open the detailed view for comments and attachments

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### Choosing the right tool

| Tool           | Best for                                          | Where it lives     |
|----------------|--------------------------------------------------|--------------------|
| **Tasks**      | Assigning work, tracking workflows, batch requests| Tasks tab          |
| **Notes**      | Transaction-specific explanations                | Note column on Transactions |
| **Transaction links** | Quick questions when clients aren’t in Kick | Share via email/Slack |

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Last updated 18 days ago
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